Leerink Partnrs Has Negative Forecast for HIMS Q4 Earnings

Key Points

• Analysts at Leerink Partners have decreased their Q4 2025 earnings per share estimate for Hims & Hers Health to $0.11, down from a prior estimate of $0.17.
• The company reported $0.17 EPS for the last quarter, missing the consensus estimate by $0.01, while revenue increased by 72.6% year-over-year.
• Hims & Hers Health's stock has seen a notable decline, dropping 12.5%, with an average analyst rating of "Hold" and a consensus price target of $39.83.

Hims & Hers Health, Inc. (NYSE:HIMS - Free Report) - Research analysts at Leerink Partnrs cut their Q4 2025 EPS estimates for Hims & Hers Health in a note issued to investors on Tuesday, August 5th. Leerink Partnrs analyst M. Cherny now anticipates that the company will earn $0.11 per share for the quarter, down from their prior forecast of $0.17. The consensus estimate for Hims & Hers Health's current full-year earnings is $0.29 per share.

Hims & Hers Health (NYSE:HIMS - Get Free Report) last announced its earnings results on Monday, August 4th. The company reported $0.17 earnings per share for the quarter, missing analysts' consensus estimates of $0.18 by ($0.01). The business had revenue of $544.83 million for the quarter, compared to the consensus estimate of $550.06 million. Hims & Hers Health had a net margin of 9.63% and a return on equity of 26.26%. Hims & Hers Health's revenue for the quarter was up 72.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.06 EPS.

Several other brokerages also recently weighed in on HIMS. Deutsche Bank Aktiengesellschaft restated a "hold" rating on shares of Hims & Hers Health in a report on Wednesday, May 7th. Bank of America raised their price objective on shares of Hims & Hers Health from $22.00 to $26.00 and gave the company an "underperform" rating in a research note on Tuesday, April 29th. UBS Group set a $30.00 target price on shares of Hims & Hers Health in a research note on Monday, June 23rd. Needham & Company LLC reiterated a "hold" rating on shares of Hims & Hers Health in a report on Tuesday. Finally, Truist Financial boosted their price objective on shares of Hims & Hers Health from $45.00 to $48.00 and gave the stock a "hold" rating in a report on Thursday, July 17th. Three research analysts have rated the stock with a sell rating, nine have assigned a hold rating and two have assigned a buy rating to the company. According to MarketBeat, the company presently has a consensus rating of "Hold" and a consensus target price of $39.83.

Hims & Hers Health Stock Up 1.6%

NYSE:HIMS traded up $0.82 during trading hours on Wednesday, reaching $51.87. 23,133,738 shares of the company traded hands, compared to its average volume of 37,328,096. The company has a current ratio of 4.98, a quick ratio of 1.32 and a debt-to-equity ratio of 1.72. The business's 50-day moving average price is $53.66 and its two-hundred day moving average price is $44.95. Hims & Hers Health has a 1 year low of $13.47 and a 1 year high of $72.98. The stock has a market capitalization of $11.61 billion, a P/E ratio of 64.84, a P/E/G ratio of 3.23 and a beta of 2.08.

Insider Activity at Hims & Hers Health

In related news, CFO Oluyemi Okupe sold 11,581 shares of the firm's stock in a transaction that occurred on Monday, July 14th. The shares were sold at an average price of $47.70, for a total value of $552,413.70. Following the transaction, the chief financial officer owned 54,084 shares of the company's stock, valued at approximately $2,579,806.80. This trade represents a 17.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Andrew Dudum sold 125,335 shares of the stock in a transaction that occurred on Monday, July 21st. The stock was sold at an average price of $49.54, for a total transaction of $6,209,095.90. Following the completion of the transaction, the chief executive officer owned 92,313 shares in the company, valued at $4,573,186.02. The trade was a 57.59% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 797,704 shares of company stock valued at $43,858,835 in the last 90 days. 13.71% of the stock is owned by company insiders.

Hedge Funds Weigh In On Hims & Hers Health

A number of hedge funds have recently modified their holdings of HIMS. Quaker Wealth Management LLC bought a new stake in Hims & Hers Health during the 2nd quarter valued at approximately $29,000. Bessemer Group Inc. grew its holdings in Hims & Hers Health by 105.8% during the 2nd quarter. Bessemer Group Inc. now owns 607 shares of the company's stock valued at $30,000 after buying an additional 312 shares in the last quarter. Geneos Wealth Management Inc. bought a new stake in shares of Hims & Hers Health during the first quarter valued at approximately $30,000. UMB Bank n.a. lifted its holdings in shares of Hims & Hers Health by 247.5% in the first quarter. UMB Bank n.a. now owns 1,310 shares of the company's stock worth $39,000 after buying an additional 933 shares in the last quarter. Finally, BI Asset Management Fondsmaeglerselskab A S purchased a new position in shares of Hims & Hers Health in the first quarter worth $41,000. 63.52% of the stock is currently owned by institutional investors.

Hims & Hers Health Company Profile

Hims & Hers Health, Inc operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.